Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Southern Wealth Management

5005 LBJ Freeway
Suite 920
Dallas, TX 75244
Phone: (972) 661-4602
Fax: (972) 934-8310

Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.